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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,278 | $85,060-83.2% | $70,548-79.8% | $139,456-89.8% |
| Participation rate | 47.6% | 73.9%-26.3pp | 68.3%-20.7pp | 80.3%-32.7pp |
| Annual return | 17.83% | 30.38%-12.5pp | 32.78%-14.9pp | 373.45%-355.6pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,459 | $5,890-75.2% | $4,567-68.1% | $6,711-78.3% |
| Admin fee / account holder | $511 | $8,925-94.3% | $6,424-92.0% | $11,407-95.5% |